These eight investment beliefs provide a foundational framework for all of CalSTRS’ investment decision-makers. The beliefs reflect CalSTRS’ unique view of the global investment markets and our vision for participating in these markets as a way to meet our fiduciary goal. In this respect, these investment beliefs should help guide CalSTRS’ policy and decision-making leaders as they develop policies, procedures and investment plans for CalSTRS’ assets.
Globally, large institutional investors have used investment beliefs as a basis for their investment decisions and for trimming their portfolio ideas or investments that were not congruent. Externally, publicly posting their investment beliefs helped funds’ members and stakeholders evaluate their fund’s investment program and provided more background for current and future decisions.
CalSTRS investment beliefs came together after several years of education, research and discussion.
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